How to get here

 

From the Account menu, choose Select / Add new (CTRL-G), or click the Dentists Tool bar icon, or click the Dentist address area on the Main Form when this area is empty.

 


 

Quick Reference

 

Search (selector)

Choose a search method

Search Button

Invoke search for given criteria

Settings Blue gear24

Preferences for this window

Button-help

Help

For/Contains/Begins with

Optional filter

Results list window

Lists results for the current Search. Right click for Options

Options

Options menu

Select

Select current selected customer onto Main Form

 

 

Search (selector)

 

Search Method. 

 

Dentists name contains..

 

 

For/Name contains

 

Optional search filter.

 

If you leave this box blank and click Search, then all the result list will be all the records based on the Selected search method.

 

If you enter some text in the For filter then click Search, then the result list will be those which match the Selected search method, and agree with the For filter.

 

By convention unless method name states otherwise, the search is 'begins with'. For example if you choose 'Dentists by name', and type in 'BER' into the filter, then the search will list all customers of type dentist, and whose name begins with 'BER'.   The dentists by Name and the Practices by Name use advanced search rules, so you can type in the filter in several formats and T7 will still try to find your results list. Capitalisation is not significant.

 

Examples for search method dentists by Name..

 

FOR FILTER

RESULTS

 

SMI J

or 

J SMI

SMITH,J

SMITH,JOHN

SMITHERS,JA

SMITHSON,JOHN

SMITTINGS,JAK

 

SMITH JOHN

or

JOHN SMITH

 

SMITH,JOHN

SMITHSON,JOHN

 

 

S JOHN

or 

JOHN S

SANDERSON,JOHN

SITTWELL,JOHN

SMITH,JOHN

SMITHSON,JOHN

 

S J

or

J S

JAMESON,S

JONES,SIMON

SANDERSON,JOHN

SITTWELL,JK

SMITH,JOHN

SMITHERS,JA

SMITHSON,JOHN

SMITTINGS,JAK

 

 

 

 

Search Button

 

Invoke search for given criteria. Clicking the Search button without a filter will result in all records being listed for the given Search method.

 

 

Preferences icon

 

Settings for this dialog window.

 

 

Help icon

 

Link to this Help topic. Welcome!

 

 

Results list window

 

Initially when you enter this dialog, this list will be pre-populated with the results for the Initial Search method, as if you had left the 'For' filter blank and clicked Search. The Initial search method can be set in Preferences.

 

If you come into this Search window by pressing Enter in the Dentist box on the Main Form, then if you had typed anything first, this will be used as the initial search's 'For' filter.

 

If you change the Search method, or type into the 'Name contains' filter, the list will clear. Click Search to refresh the results.

 

You can right click any listed rows to invoke the Options menu. This is the same as highlighting a row, then clicking the Options button.

 

  

Options

 

A sub-set of menu choices for appropriate actions  Select / Send to Preview Window / Export to CSV file

 

 

Select

 

Select the currently highlighted customer onto the Main Form.  This will only be enabled if the action is valid for the current state of the Job or Invoice on the Main Form. If the Job 'won't select' then try closing the search window and deal with the job on the Main Form then choose Clear Form before returning back to the Search. If you want to keep the current form as it is, then simply Open Up another Main Form (CTRL-O).